Knowledge Base

How To Set An "Online Appointment" Using Google Hangout

You can offer your clients to schedule an Online meeting with you using the system scheduler, and use Google Hangout for the video conference.Once the appointment is scheduled, you and your client will both receive an email notification with a link to connect to Google+ Hangout video.

Follow these steps:

On your Google calendar, create a new event for a year from now (this is just a dummy event - doesn't matter what's in it)

Click on Add Google+ Hangout under Video call section

Click on the Save button to save the event.

Select the event on your calendar and click on

Right click on Join Google+ Hangout and select Copy link address

Now go to your system settings and select Services settings page

Click on Add Service or Edit an existing one

Click on Edit next to "Wealth Management" and give it a name of your choice (e.g. "30minute Google Hangout")

Then click on Edit under Scheduling section

From the Appointment Type drop down list select Online - Other URL and in the URL text box paste the link copied from your Google calendar.